CLEVELAND, OHIO – (March 2021) – Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, President and Founder of Planned Financial Services, and independent Registered Investment Advisor (RIA) firm in Cleveland, Ohio, was recognized for the fourth consecutive year among Ohio’s Best-In-State Wealth Advisors in the annual list published by Forbes.
According to Forbes, the annual list spotlights the nation’s top-performing advisors, evaluated based on a methodology developed by SHOOK Research. Advisors are also evaluated based on personal interviews, industry experience and revenue trends, among other criteria.
“On behalf of LPL Financial, we congratulate Frank Fantozzi for being recognized on this year’s Forbes Best-in-State Wealth Advisors list. This past year has demonstrated that strong financial advice cannot be underestimated, and that personalized financial advice is critical in helping clients work toward achieving their short and long-term financial goals,” said Angela Xavier, LPL executive vice president, Independent Advisor Services. “We applaud Frank for continuing to raise the bar in our industry and demonstrate the value of the independent advisory model in creating meaningful and long-lasting investor-advisor relationships.”
Frank is an independent advisor affiliated with LPL Financial, the nation’s largest independent broker-dealer/custodian* and a leader in the retail financial advice market, providing resources, tools and technology that support independent advisors in their work to enrich their clients’ financial lives. Frank and his team at Planned Financial Services strive to help simplify the complex needs of business owners and high-net-worth families through services including Complete Family Office (CFO)SM, 401(k) Prosperity, and multigenerational planning. For more than 25 years, the firm’s experienced team members have helped families and business owners work toward pursuing their individual Return on Life® in the key areas of wealth accumulation, investment management, business succession, executive compensation, estate conservation, charitable giving, and retirement and employee benefits, among others.
About Planned Financial Services
Planned Financial Services (PFS) is an Ohio-based, independent Registered Investment Advisor (RIA) and wealth management firm located in Brecksville, Ohio that focuses on high-net-worth business owners. The firm has had a strong presence in Northeast Ohio since 1994, advises clients in 25 states, and employs 11 team members. Additionally, the firm provides individuals, families, and businesses access to a full suite of financial, advisory, investment and family office services to help improve their Return on Life® through proactive financial and investment advice that is relevant, objective, and actionable—an approach combining insightful analysis with personalized financial strategies and investment advice. For additional information about PFS, please visit PlannedFinancial.com. PFS is the owner of 401(k) Prosperity, (a for-profit and non-profit retirement plan company) and PFS Guided Wealth (an online young investor platform).
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com
*Based on total revenues, Financial Planning magazine, June 1996-2020
LPL Financial, Forbes magazine and Planned Financial Services are all separate entities. The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.